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(p. 69) Preparation for the Evaluation 

(p. 69) Preparation for the Evaluation
Chapter:
(p. 69) Preparation for the Evaluation
Author(s):

Lisa Drago Piechowski

DOI:
10.1093/med:psych/9780195341096.003.0004
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date: 20 October 2020

This chapter focuses on preparation for the evaluation of disability that helps the evaluator to avoid inappropriate referrals, to ensure that relevant and sufficient data are efficiently collected during the evaluation, and to facilitate compliance with ethical and legal requirements. It first considers the contact between the potential evaluator and the referral source, which may be a disability insurance company, an attorney representing the claimant or the company, or an independent vendor. It then looks at practical concerns in disability evaluations, including conflict of interest and multiple relationship, time constraints and scheduling availability, competence/expertise, access to necessary psychometric instruments, and financial arrangements. The chapter also explains how the scope of the disability evaluation should be defined and discusses the evaluator's contact with referral sources, attorneys, and claimants; logistics and schedules of disability evaluations; authorization and consent; documentation of the evaluation; and adjudication versus litigation of disability claims.

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